Cleaning Business Software

Software for your Cleaning Business

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Cleaning Business Software

Amphis Customer is designed to make it easy to store Contact Details, Create Appointments, Create Quotes and Invoices and manage Jobs. This makes it very suitable for a Cleaning Business.

It is very easy to Search for customer records - you can enter any combination of name, company name, address, telephone number, email address, or a document number such as a Quote, Invoice or Receipt number. Or you can enter a string to search for from the customer history. Click Search and all the matching customer records are displayed.

Search Customer Records

Appointments

You can create Appointments and Reminders to help you stay organized. Recurring Appointments can be set up for regular Service Visits. For example they could be set up to automatically recur every 12 months. Alternatively, a Recurring Reminder can be set up to call the customer every 12 months to arrange a suitable time for the next Service Visit Appointment. Appointments appear on the Appointments View and you can navigate directly to the customer record with one click.

You can assign Appointments to one or more people even if they don't use Amphis Customer.

Customer Appointments

Appointment Reminder Letters

Create Appointment Reminder Letters, Emails or SMS messages at the click of a button.

Today View

The Today View shows what you have planned for today including Callback Reminders or Reminders to email customers or to create Quotes or Invoices. Invoices that are due or overdue are displayed and you can go straight to the customer record at the click of a button. Any Tasks or Appointments for Today or this week are shown. You can easily customize the Today View to show only the Reminders that are relevant to your business.

CRM Software Reminders

Jobs and Job Sheets

You can organize your work by creating Jobs and Job Control Sheets. You can link Appointments, Quotes, Invoices, Expenses and other history types to a Job. You can assign specific people to a Job. You can record Expenses and a Job has a status such as In Progress or Invoiced. Jobs can automatically create Appointments which are visible on the Appointments View. Job Control Sheets can be easily printed. For more information see Job Sheets

Invoices and Quotes

You can create free-form or itemized Quotes and Invoices. Free-form Invoices or Quotes enable you to type paragraphs and you can assign a price for each paragraph.

Itemized Quotes or Invoices enable you to select items from an Items Database to add to the Quote or Invoice.

CRM Software Supports Any Currency

The customer details and address are added automatically to the Invoice or Quote. Sales Totals and Taxes are automatically calculated and the Invoice or Quote is created and displayed in Microsoft Word.

Here is an example free-form Invoice created using the "formal" template. Other templates are also supplied and you can easily edit the templates in Microsoft Word or create your own. You can add your letterhead or logo, change the wording and fonts etc.

CRM Software - Invoice Example

Quotes and Invoices can be printed along with an Envelope or Address Label. Or they can be Emailed straight to the customer as a Word document or a PDF file (requires Word 2007 or a later version).

Invoice Payment Tracking and Payment Reminders

Invoices are automatically tracked and Payment Reminders can be sent at the click of a button.

Custom Fields and Custom Reports

Custom fields can be used to store data specific to your Business. Custom Reports can be created to produce the exact information your business need or you can use the many built-in reports.

Alarm Security Software

Amphis Customer CRM Software



More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

Web and Mobile access to your CRM Data

For information on Web and Mobile access to your CRM Data including using iPhone, iPad, Android, Mac, Windows Phone and other phones and tablets, see Web and Mobile access to CRM Data.

Web CRM Software

Download CRM Software Free 60 Day Trial
Download Amphis Customer CRM Software Free 60 Day Trial

CRM Case Studies

CRM Case Studies

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